Filed July 22, 2025 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $426,023 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $117,864 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 13 · EIN 44-0160260 | Contract Administrator | $20,528 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,402 | $45,000-8.0% | $143,757-71.2% | $77,904-46.9% |
| Participation rate | 73.6% | 66.8%+6.8pp | 80.3%-6.7pp | 73.7%-0.1pp |
| Annual return | -15.25% | 29.03%-44.3pp | -0.04%-15.2pp | 12.21%-27.5pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $3,152 | $3,157-0.1% | $5,637-44.1% | $4,806-34.4% |
| Admin fee / account holder | $143 | $98+45.5% | $14,673-99.0% | $133+8.0% |